Hannah understands that finances involve more than money. It’s a complex picture of where we’ve been, what we are striving for, and what we hold dear. As a result, she thoroughly enjoys taking a holistic view of finances as a financial planning associate. Prior to her career in finances, she was a public school teacher and continues to value education. Favorite pastimes include archery, camping, reading, and small adventures. Her family includes her husband Brent and sons Howard and Nels.

Becky is a results-driven professional with over 15 years of experience in relationship management, process improvement, and business operations. She has a proven track record of building and maintaining strong client relationships while consistently delivering exceptional service. Becky excels at identifying operational efficiencies and driving continuous improvement to support business goals. Outside of work, Becky enjoys spending time with her husband, Scott, and their dog, Ellie. She’s passionate about cooking, hiking, and knitting.

Theresa loves bringing people together through events that truly stand out. She’s passionate about marketing and creating experiences where every detail feels thoughtful and inviting. Life in Woodbury with her husband Jeff keeps her busy and happy—whether she’s volunteering, taking scenic drives, playing cribbage, cruising on her e-bike, or traveling to catch her favorite musicians. Add in football Sundays with family and friends, and you’ve got her happy place. For Theresa, what matters most is seeing the people she loves thrive.

Behind every great client experience is a strong support team. Our home office partners in Field Practice Solutions keep things running smoothly by handling outreach, follow-up, and service form processing. Their work allows us to stay focused on what matters most—your goals and financial well-being. We’re proud to collaborate with Erika Scheibe, Yogis Mayooran, Madeleine Gold, Leonardo Duchini, and Shana Cargile.